DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O•• R••• C••••••
Legal name O•• R••• C•••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Aug 23, 2012 · 23 filings
SEC status approved since Sep 7, 2012
RAUM
$9.7B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
74
50 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
17
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$9.7B as of Mar 31, 2026
Mar 14, 2013$186M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 14, 20130 then
Employees (5.A)74 as of Mar 31, 2026
Mar 14, 20136 then
Private funds17 as of Mar 31, 2026
Mar 14, 20133 then
RAUM -32% over the last fiscal year+12% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $539MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $9.6B, 17 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $9.6B for 17 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• R••• C•••••• P••••••• I••• L• | Private Equity Fund | $3.2B | 202 | Mar 30, 2021 |
| O••• I•• T••••• C••••••••• L••• | Private Equity Fund | $2.1B | 50 | Sep 28, 2021 |
| O•• R••• C•••••• P••••••• I•• L• | Private Equity Fund | $1.5B | 78 | Mar 27, 2018 |
| O•• R••• C•••••• P••••••• I•• L• | Private Equity Fund | $1.3B | 64 | Mar 29, 2024 |
| O••• I• I••• C••••••••• L••• | Private Equity Fund | $618M | 16 | Mar 30, 2021 |
| O•• R••• C•••••• P•••••••• L• | Private Equity Fund | $464M | 55 | Mar 14, 2013 |
| O••• I• C•••••••• C••••••••• L••• | Private Equity Fund | $403M | 34 | Mar 29, 2024 |
| O•• R••• E•••••• F•••• L• | Private Equity Fund | $371M | 37 | Mar 29, 2024 |
| O••• I•• B•••• C••••••••• L••• | Private Equity Fund | $145M | 18 | Mar 29, 2024 |
| O••• I• N••• C••••••••• L•• | Private Equity Fund | $113M | 14 | Mar 26, 2020 |
| O••• I• P•••••• S•••••••• C••••••••• L•• | Private Equity Fund | $111M | 17 | Mar 26, 2020 |
| O••• I• C••••• C••••••••• 1• L••• | Private Equity Fund | $33.3M | 2 | Mar 29, 2024 |
| O••• I• C•••••••• C••••••••• 2• L••• | Private Equity Fund | $11.0M | 2 | Mar 29, 2024 |
| S••• I••••••• H••••••• L•• | Private Equity Fund | $1.9M | 3 | Mar 31, 2022 |
| O•• R••• V•••••• I••••••••• L••no longer reported | Private Equity Fund | $141,368 | 8 | Aug 23, 2012 |
| O•• R••• V•••••• P••••••• I••••••••• L••no longer reported | Private Equity Fund | $25,000 | 4 | Aug 23, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• F•••• •••• · Chief Compliance Officer, General Counselcontrolsince 09/2021 · owns less than 5%
- K•••••••• A•••• P••••••• · Chief Financial Officercontrolsince 05/2018 · owns less than 5%
- L••• T•••• W•• · Managing Partnercontrolsince 08/2011 · owns less than 5%
- S••••••••• R•••••• S•••• · Managing Partnercontrolsince 08/2011 · owns less than 5%
- L••• T•••• W•• · Limited Partnercontrolsince 10/2022 · owns 50% to 75% of O•• R••• C•••••• P••••••• H•••••• L•
- S••••••••• R•••••• S•••• · Limited Partnercontrolsince 10/2022 · owns 25% to 50% of O•• R••• C•••••• P••••••• H•••••• L•
Entity owners
- O•• R••• C•••••• P••••••• H•••••• L• · Managing Memberdirect · owns 75% or more
- O•• R••• C•••••• P••••••• H••••• G•• L•• · General Partnerindirect · owns F of O•• R••• C•••••• P••••••• H•••••• L•
Related persons
Schedule D 7.A
- O•• R••• C•••••• P••••••• G•• L••bankpooled vehicle sponsorn
- O•• R••• C•••••• P••••••• I• G•• L••bankpooled vehicle sponsorn
- O•• R••• C•••••• P••••••• I•• G•• L•bankpooled vehicle sponsorn
- O•• R••• C•••••• P••••••• I• G•• L•bankpooled vehicle sponsorn
- O•• R••• E•••••• F••• G•• L•bankpooled vehicle sponsorn
- O••• I• I••• G•• L••pooled vehicle sponsorn
- O••• I• N••• G•• L••pooled vehicle sponsorn
- O••• I• P•••••• S•••••••• G•• L••pooled vehicle sponsorn
- O••• I•• B•••• G•• L•pooled vehicle sponsorn
- O••• I•• T••••• G•• L••pooled vehicle sponsorn
- O••• I• C•••••••• C••••••••• G•• L•pooled vehicle sponsorn
- O••• I• C••••• A•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA7 employees
- London, United Kingdom6 employees
- Greenwich, CT5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $14,191,749,414 to $9,698,493,603 (-32.0%) between the annual amendments of 2025-04-10 and 2026-03-31; the peer median change was +13.0% (631 comparable advisers, 2.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 2.1% percentile
What changed
consecutive filings, newest first
- Advisory employees · 53 to 50May 5, 2025 to Mar 31, 2026
- Assets in custody · $14B to $9.6BMay 5, 2025 to Mar 31, 2026
- Employees · 75 to 74May 5, 2025 to Mar 31, 2026
- Other offices · 3 to 2May 5, 2025 to Mar 31, 2026
- Discretionary RAUM · $14B to $9.2BMay 5, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $332M to $488MMay 5, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $14B to $9.7BMay 5, 2025 to Mar 31, 2026
- RAUM · $14B to $9.7BMay 5, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 10, 2025 to May 5, 2025
- Accounts · 16 to 18Dec 4, 2024 to Apr 10, 2025
- Advisory employees · 50 to 53Dec 4, 2024 to Apr 10, 2025
- Pooled vehicle clients · 16 to 18Dec 4, 2024 to Apr 10, 2025
- Assets in custody · $10B to $14BDec 4, 2024 to Apr 10, 2025
- Employees · 63 to 75Dec 4, 2024 to Apr 10, 2025
- Private funds · 14 to 17Dec 4, 2024 to Apr 10, 2025
- Discretionary RAUM · $10B to $14BDec 4, 2024 to Apr 10, 2025
- Non-discretionary RAUM · $44.3M to $332MDec 4, 2024 to Apr 10, 2025
- Pooled vehicle RAUM · $10B to $14BDec 4, 2024 to Apr 10, 2025
- RAUM · $10B to $14BDec 4, 2024 to Apr 10, 2025
- Accounts · 8 to 16Sep 22, 2023 to Mar 29, 2024
- Advisory employees · 39 to 50Sep 22, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 16Sep 22, 2023 to Mar 29, 2024
- Assets in custody · $5.7B to $10BSep 22, 2023 to Mar 29, 2024
- Employees · 72 to 63Sep 22, 2023 to Mar 29, 2024
- Private funds · 8 to 14Sep 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $6.9B to $10BSep 22, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $0 to $44.3MSep 22, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $6.9B to $10BSep 22, 2023 to Mar 29, 2024
- RAUM · $6.9B to $10BSep 22, 2023 to Mar 29, 2024
- Advisory employees · 28 to 39Nov 4, 2022 to Mar 30, 2023
- Assets in custody · $4.2B to $5.7BNov 4, 2022 to Mar 30, 2023
- Employees · 50 to 72Nov 4, 2022 to Mar 30, 2023
- Discretionary RAUM · $6.1B to $6.9BNov 4, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $6.1B to $6.9BNov 4, 2022 to Mar 30, 2023
- RAUM · $6.1B to $6.9BNov 4, 2022 to Mar 30, 2023
- Other offices · 2 to 3Mar 31, 2022 to Nov 2, 2022
- Accounts · 7 to 8Sep 28, 2021 to Mar 31, 2022
- Advisory employees · 30 to 28Sep 28, 2021 to Mar 31, 2022
- Pooled vehicle clients · 7 to 8Sep 28, 2021 to Mar 31, 2022
- Assets in custody · $0 to $4.2BSep 28, 2021 to Mar 31, 2022
Signals
8 dated events
- O•• R••• C•••••• reported RAUM $9.7B, down 32% from $14.2B (2025-05-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- O•• R••• C•••••• reported RAUM $14.2B, up 36% from $10.4B (2024-12-04 to 2025-04-10)Apr 10, 2025 · RAUM change · derived
- O•• R••• C•••••• reported RAUM $10.4B, up 51% from $6.9B (2023-09-22 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- O•• R••• C•••••• reported RAUM $5.2B, up 27% from $4.1B (2021-03-30 to 2021-09-28)Sep 28, 2021 · RAUM change · derived
- Fola Adamolekun (Chief Compliance Officer, General Counsel) appeared on Schedule A of O•• R••• C••••••Sep 28, 2021 · Control person joined · fact
- O•• R••• C•••••• reported RAUM $4.1B, up 135% from $1.7B (2020-03-26 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- O•• R••• C•••••• reported RAUM $1.4B, up 223% from $431.5M (2017-03-30 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- O•• R••• C•••••• filed its initial SEC registration (Form ADV)Aug 23, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•• R••• C•••••• · Independent Sponsorsshared crd · capital_provider
- O•• R••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- onerock.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-605-6000reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026